
Bank of America (BofA) has expressed a positive outlook on Robinhood (HOOD) and Interactive Brokers (IBKR), while remaining cautious on Charles Schwab (SCHW). In its 'US Economics Year Ahead' report, BofA forecasts US GDP growth of 2.0-2.5% for 2025-26, with inflation expected to exceed 2.5%. This economic environment is anticipated to create favorable conditions for brokerage firms, particularly through elevated cash sweep revenues. Additionally, Mizuho has raised its price target for Robinhood to $65 from $60, citing a survey of 107 Robinhood users that indicated a strong interest in sports betting. The survey results suggest potential synergies between Robinhood's platform and sports betting, which could drive further growth for the company. Meanwhile, the trading volume of zero-day-to-expiration (0DTE) contracts has increased by over 15% since Robinhood launched SPX options last week, indicating heightened trading activity in the options market. In contrast, Roblox (RBLX) has faced challenges, seeing a significant decline of 33% in pre-market trading, with analysts expressing concerns about the stock's rapid rise and potential overvaluation.









